HEATHER CASSELLS
Financial Adviser · Bakery Hill, VIC
📚 Qualifications & Training
2005 - Diploma of Financial Advising - Diploma (AQF 5) - Securities Institute of Australia
2008 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia Limited
2009 - Self Managed Superannuation Funds - - Kaplan
2010 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Professional
2015 - ASX Listed Product Adviser - - LPAC Online
2017 - Accredited Aged Care Professional - Certificate (AQF 1-4) - Aged Care Steps
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.